Sharon Bathis
Financial Adviser
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About
Sharon Bathis is an ASIC-registered financial adviser based in Sutherland, NSW, committed to providing comprehensive and personalised financial advice to help her clients achieve their financial goals. Sharon holds a Master of Financial Planning from Kaplan Professional (2024), along with a Graduate Diploma of Financial Planning (2022), Advanced Diploma of Financial Services (Financial Planning) (2009), and a Diploma of Financial Services (Financial Planning) (2005). Her dedication to continued learning ensures she provides up-to-date and relevant advice. Sharon is also an Accredited Aged Care Professional (2022) and holds qualifications in Self Managed Super Funds (2022), and Finance and Mortgage Broking (2014). As an authorised financial adviser, Sharon can provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies • Aged Care Financial Planning Ready to take control of your financial future? Contact Sharon today to arrange a consultation and discover how she can help you achieve your financial aspirations.
Specialisations
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Client Types
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Sharon Bathis offer?
Sharon provides advice on superannuation, retirement planning, wealth management, insurance, and investments. She also specialises in aged care financial planning.
What qualifications does Sharon Bathis have?
Sharon holds a Master of Financial Planning, Graduate Diploma of Financial Planning, Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Financial Planning), and qualifications in Finance and Mortgage Broking. She is also an Accredited Aged Care Professional.
What is the first step in working with Sharon Bathis?
The first step is to schedule an initial consultation. This allows Sharon to understand your financial situation, goals, and needs, and to explain how she can help you achieve them.
How does Sharon Bathis tailor her advice to individual client needs?
Sharon takes a personalised approach to financial planning. She takes the time to understand each client's unique circumstances, goals, and risk tolerance before developing a tailored financial strategy.
What can I expect during a consultation with Sharon Bathis?
During a consultation, you can expect a friendly and professional discussion about your financial situation, goals, and concerns. Sharon will explain her services and how she can help you achieve your financial objectives.
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